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CRM Tasks

Create and manage follow-up tasks for customers and campaigns.

Estimated reading: 2 minutes

CRM Tasks

Tasks turn customer activity into action. Create tasks for callbacks, complaint recovery, quote follow-up, booking confirmation, coupon redemption checks, and sales outreach.

Task Best Practices

  • Use clear titles and due dates.
  • Attach the task to the correct customer or business.
  • Use status consistently.
  • Review overdue tasks from the CRM dashboard or reports.

CRM Tasks - Main Features Overview

Create and manage follow-up tasks for customers and campaigns. This page explains how customers should use the CRM Tasks module in day-to-day LocalBoost AI operations, from setup to review and troubleshooting.

Main Features

  • CRM customers.
  • Segments.
  • Tags.
  • Tasks.
  • CRM automations.
  • CRM reports and CSV export.

Recommended Workflow

  1. Review incoming customers.
  2. Clean and tag records.
  3. Create useful segments.
  4. Assign tasks for manual follow-up.
  5. Create automations for repeated actions.
  6. Use reports to measure CRM health.

Views, Filters, and Review Options

  • Filter by business.
  • Filter by segment.
  • Filter by tag.
  • Filter by source campaign.
  • Filter tasks by status and due date.

Available Actions

  • Open customer detail.
  • Create segments and tags.
  • Create tasks.
  • Build CRM automations.
  • Export customers CSV.
  • Review CRM reports.

Benefits

  • Turns campaign submissions into follow-up workflow.
  • Helps sales and service teams prioritize.
  • Prevents leads from being forgotten.
  • Supports targeted automation.

Before Publishing or Activating

  • Customer consent rules are respected.
  • Segments are named clearly.
  • Tags are not duplicated.
  • Tasks have owners and due dates.
  • Automations are tested on a small segment first.

Troubleshooting

  • If customers are missing, check source campaign submission.
  • If segments look wrong, review segment rules.
  • If tasks are overdue, check assignment workflow.
  • If export fails, check permissions.
  • If automation or AI does not run, check credits, provider settings, logs, and feature access.

Operational Notes

Use consistent naming for businesses, campaigns, templates, QR codes, automations, and CRM segments. Consistent naming makes reports easier to read and helps support teams diagnose issues quickly. When a feature depends on an addon, confirm the addon is installed, active, available in the current plan, and visible to the current workspace.